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Joel Isaacson & Co’s Uber UBER Stock Holding History

Joel Isaacson & Co’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
15,780
+965
+7% +$70.8K 0.03% 188
2026
Q1 		$1.07M Buy
14,815
+1,056
+8% +$81.3K 0.04% 182
2025
Q4 		$1.12M Sell
13,759
-351
-2% -$31.6K 0.04% 177
2025
Q3 		$1.38M Buy
14,110
+6,336
+82% +$593K 0.05% 152
2025
Q2 		$725K Sell
7,774
-362
-4% -$29.8K 0.03% 205
2025
Q1 		$593K Buy
8,136
+4,200
+107% +$303K 0.03% 219
2024
Q4 		$237K Buy
3,936
+560
+17% +$40K 0.01% 338
2024
Q3 		$254K Hold
3,376
– – 0.01% 316
2024
Q2 		$245K Buy
3,376
+300
+10% +$20.9K 0.01% 304
2024
Q1 		$237K Buy
+3,076
New +$221K 0.01% 303

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Joel Isaacson & Co's UBER Position: Q2 2026 in Review

Joel Isaacson & Co increased its Uber (UBER) stake by 6.5% in Q2 2026, buying an estimated $70.8K and bringing the position to 15,780 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #188.

Joel Isaacson & Co first reported a position in UBER in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q3 2025. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Joel Isaacson & Co held 15,780 shares of Uber worth $1.14M as of Q2 2026.
  • Joel Isaacson & Co bought 965 Uber shares in Q2 2026, an estimated $70.8K.
  • Uber made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #188 holding.
  • Joel Isaacson & Co first reported a position in Uber in Q1 2024 and has held it in 10 quarters since.
  • Joel Isaacson & Co's Uber position peaked at $1.38M in Q3 2025.
  • 1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.